Thought Papers
2023
Papers By Topic
Why Active & Why Cornerstone?
March 2024: Is Passive Large Cap Value Damaging Performance Relative to Peers?
December 2023: Is Passive Small Cap Core Damaging Performance Relative to Peers?
March 2023 :Value & Active's Excellent Opportunity
December 2021: Why Active Value Now
July 2020: A Generational Opportunity for Active Value Investors
November 2019: Generational Opportunity for Active Value-Oriented Strategies
Topical Market Perspectives
Note: We share our quarterly large cap and small cap investment commentaries here.
June 2023: Suffering from Bad Breadth?
November 2020: The Cases For And Against Future Inflation During The COVID Economy